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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,434 | $88,707-60.1% | $74,184-52.2% | $273,972-87.1% |
| Participation rate | 86.7% | 79.4%+7.2pp | 76.6%+10.0pp | 83.0%+3.7pp |
| Annual return | 7.87% | 11.94%-4.1pp | 17.74%-9.9pp | 41.46%-33.6pp |
| Employer contribution / active EE | $1,214 | $3,159-61.6% | $2,370-48.8% | $4,869-75.1% |
| Participant deferral / active EE | $2,144 | $4,212-49.1% | $3,550-39.6% | $5,287-59.4% |
| Admin fee / account holder | $26,746 | $8,717+206.8% | $5,586+378.8% | $10,133+164.0% |